CIBC Private Wealth Group LLC

Q4 2024 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2024
Date filed
2/12/2025
Form type
13F-HR
Num holdings
2,970
Total value ($000)
$55,156,400
Net value change ($000)
-646,724 (-1.2%)
New positions
143
Sold out positions
285
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/13/2024 Next filing: 5/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMZN 319,953 15.6%
GOOGL 293,179 22.8%
MNST 217,957 650.9%
WDAY 194,102 192.2%
NVDA 182,856 10.7%
MRVL 133,669 310.6%
FTAI 123,528 24.5%
VRT 108,627 13646.6%
V 98,186 11.0%
GOOGL 91,950 12.4%
Top Reduces (Value $000, Stocks/ETFs)
BLK -260,229 -100.0%
ODFL -189,275 -10.8%
AZN -168,533 -23.8%
MPWR -166,098 -61.0%
ZETA -158,610 -99.1%
EW -150,119 -90.0%
HD -147,723 -23.8%
AMD -123,689 -92.6%
AMT -113,133 -27.4%
UNH -112,271 -13.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type